Elevating Excel Productivity With Microsoft Copilot

Many professionals already use Copilot to generate text and summarize meetings, among other activities. But few use Copilot to improve their productivity with Excel. In fact, Copilot can help even advanced Excel users to become more efficient, effective, and productive when working with Microsoft’s ubiquitous spreadsheet application.

12/14/2026 3:20pm - 5:00pm  |  Online  |  KSCPA

Members: $89.00, Non-members: $139.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

Interest Areas: Technology

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Description

Many professionals already use Copilot to generate text and summarize meetings, among other activities. But few use Copilot to improve their productivity with Excel. In fact, Copilot can help even advanced Excel users to become more efficient, effective, and productive when working with Microsoft’s ubiquitous spreadsheet application.

In this session, you will learn how you can use Copilot to elevate your Excel game by in many areas, including data preparation and cleaning, creating formulas, analyzing data, writing scripts, and creating effective visualizations.

Instructor: Lawrence A. "Mac" McClelland

Target Audience

Business professionals seeking to improve their efficiency and effectiveness when using Excel by taking advantage of Microsoft Copilot’s capabilities.

Course Objectives

Identify options for using Copilot to streamline Excel-based tasks

  • Analyze data more efficiently using Copilot
  • Apply Copilot-grounded techniques to streamline formula-building processes
  • Differentiate between data analysis using Copilot compared to traditional techniques
  • Use Copilot to automate reporting and analysis

Subjects

Specialized Knowledge

Prerequisites

Fundamental knowledge of Microsoft Copilot